Interval Funds - A Fund Structure Who's Time Has Come?

Bill Hortz's picture

"There will be more demand, more development, more education on interval funds, especially with growing trepidation and inevitable corrections in this long running bull market." - David Carson, Ultimus Fund Solutions

Building a Modern Retirement Plan Offering

Bill Hortz's picture

"Perspective is all-important. As a technologist and problem solver, I bring a novel approach to retirement plans."  Aaron Schumm, Vestwell

Delivering Modern Wealth Management Services

Bill Hortz's picture

"The general purpose of the CircleBlack platform is to increase the trusted relationship between the advisor and his or her clients. We focus on that interaction with technology." - John Michel, CircleBlack 

Pages

Subscribe to RSS - Bill Hortz's blog